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John Overdeck’s Microvast MVST Stock Holding History

John Overdeck’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
357,038
-1,649,650
-82% -$2.54M ﹤0.01% 4289
2026
Q1 		$3.01M Sell
2,006,688
-340,502
-15% -$820K ﹤0.01% 2444
2025
Q4 		$6.57M Buy
2,347,190
+940,534
+67% +$3.93M 0.01% 1457
2025
Q3 		$5.42M Sell
1,406,656
-242,216
-15% -$757K 0.01% 1394
2025
Q2 		$5.99M Buy
1,648,872
+1,537,396
+1,379% +$4.5M 0.01% 1126
2025
Q1 		$130K Buy
111,476
+35,328
+46% +$61.4K ﹤0.01% 2926
2024
Q4 		$158K Sell
76,148
-11,705
-13% -$8.67K ﹤0.01% 2910
2024
Q3 		$21.9K Buy
87,853
+1,707
+2% +$570 ﹤0.01% 3018
2024
Q2 		$39.3K Buy
+86,146
New +$38.7K ﹤0.01% 2902
2024
Q1 		– Sell
-504,404
Closed -$706K – 3251
2023
Q4 		$706K Buy
504,404
+297,098
+143% +$398K ﹤0.01% 2277
2023
Q3 		$392K Buy
207,306
+146,812
+243% +$314K ﹤0.01% 2381
2023
Q2 		$96.8K Sell
60,494
-87,389
-59% -$125K ﹤0.01% 2759
2023
Q1 		$183K Buy
147,883
+52,750
+55% +$76.6K ﹤0.01% 2577
2022
Q4 		$146K Buy
+95,133
New +$194K ﹤0.01% 2448
2022
Q3 		– Sell
-100,875
Closed -$224K – 2691
2022
Q2 		$224K Buy
+100,875
New +$433K ﹤0.01% 2124

Other funds holding MVST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's MVST Position: Q2 2026 in Review

John Overdeck reduced its Microvast (MVST) stake by 82% in Q2 2026, selling an estimated $2.54M and leaving 357,038 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #4289.

John Overdeck first reported a position in MVST in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.57M in Q4 2025. 157 funds tracked by Wall St. Rank hold MVST as of Q2 2026.

  • John Overdeck held 357,038 shares of Microvast worth $418K as of Q2 2026.
  • John Overdeck sold 1,649,650 Microvast shares in Q2 2026, an estimated $2.54M.
  • Microvast made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4289 holding.
  • John Overdeck first reported a position in Microvast in Q2 2022 and has held it in 15 quarters since.
  • John Overdeck's Microvast position peaked at $6.57M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Microvast as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.